ARKO Delivers $0.00 EPS Surprise, Q4 Revenues Slide to $1.79B
ARKO delivered adjusted Q4 EPS of $0.00 versus a consensus loss of $0.01 and a year-ago loss of $0.03, marking a 100% earnings surprise. Revenues fell 10.0% to $1.79 billion, missing estimates by 0.99% and down from $1.99 billion a year earlier.
1. Q4 EPS Beat
ARKO reported adjusted earnings per share of $0.00 for the quarter ended December 2025, compared to a consensus loss of $0.01 and a loss of $0.03 a year earlier, delivering a 100% positive surprise.
2. Revenue Decline
Quarterly revenues totaled $1.79 billion, down 10.0% from $1.99 billion in Q4 2024 and missing consensus estimates by 0.99%, marking two revenue beats in the last four quarters.
3. Stock Reaction and Outlook
ARKO shares have gained approximately 33.5% since the start of the year versus a 0.7% rise for the S&P 500. Consensus for Q1 calls for EPS of -$0.16 on $1.73 billion in revenues, with full-year EPS seen at $0.12 on $7.29 billion.